PortaBilling: User Manual
Contents
1. PortaOne Inc All rights Reserved www portaone com kumu nnmnnn g ation Process Porta E4 UM Install Welcome to PortaOne Software installation program Proceed with PortaUM Installation Disable APIC Disable ACPI Enable USB keyboard support Escape to the command line prompt for advanced users Reboot Press 1 or Enter to proceed with installation or Space to pause timer 1B If you select the first option installation will start in default mode which is suitable for most hardware configurations However in some cases option 1 will return a device mounting error due to hardware conflicts In this case restart installation and when you see this screen again select options 2 3 or both to enable disable APIC ACPI features For example if you are installing to a computer with an ASUS P4VP MX motherboard you must disable APIC In this case select 2 on the screen above You will then be shown the disabled features and asked to press 1 ot Enter to proceed as shown in the screen below Welcome to PortaOne Software installation program Proceed with PortaUM Installation Enable APIC Disable ACFI Enable USE keyboard support Escape to the command line prompt for advanced users Reboot Press 1 or Enter to proceed with installation or Space to pause timer 1B APIC disabled V c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 0 Porta UM Installation Process Step 52. Internet If you do not use DHCP unset this box You can leave the alias and ifconfig 8 flags field empty Step 11 UM mail domain configuration You will need to enter the name of the UM mail domain which you plan to use for PortaUM i e the name appearing after in emails sent to from the PortaUM system You will also have to register this name in the DNS server for your domain lt Next gt Step 12 Time zone configuration Proper adjustment of your clock and time zone is essential in order to achieve accurate billing c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 4 Portal UM ortaUM MR1 Installation Timezone selection Amer ica Toronto America Tortola Amer ica Whitehorse Aner ica Winnipeg Amer ica Yakutat America Yellonknife Antarct ica Casey Antarctica Davis Antarct ica DunontUUrville Step 13 Set up root password and user account Choosing the super user password is very important as you will need it to perform system administration or system recovery Choose a password which is difficult to guess ot crack Add another user account especially for remote administration nrtalM MR1 Installation Root password Now you must set the system manager s password This is the password you ll use to log in as root Password Confirm password For security reasons user root will not be allowed to access the Machine remotely using ssh If you want to be able t
3. PORTA ONE Porta UM unified messaging Installation Guide Maintenance Release 12 www portaone com Portal UM PortaUM Installation Guide Copyright Notice amp Disclaimers Copyright 2000 2006 PortaOne Inc Al rights reserved PortaUM Installation Guide May 2006 Maintenance Release 12 V1 12 3 Please address your comments and suggestions to Sales Department PortaOne Inc Suite 400 2963 Glen Drive Coquitlam BC V3B 2P7 Canada Changes may be made periodically to the information in this publication Such changes will be incorporated in new editions of the guide The software described in this document is furnished under a license agreement and may be used ot copied only in accordance with the terms thereof It is against the law to copy the software on any other medium except as specifically provided in the license agreement The licensee may make one copy of the software for backup purposes No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical photocopied recorded or otherwise without the prior written permission of PortaOne Inc The software license and limited warranty for the accompanying products are set forth in the information packet supplied with the product and are incorporated herein by this reference If you cannot locate the software license contact your PortaOne representative for a copy All pro
4. Welcome screen Next the installation process starts First you will see the PortaUM welcome screen lt Next gt Press Enter to proceed Step 6 Disk partitioning overview Now you must allocate the hard drive partitions where FreeBSD and PortaUM will be installed If you have only one hard drive in your system or have configured your available disks as a single volume array this step will be skipped automatically and you will proceed to Step 8 Step 7 Disk partitioning choose disk If you have more than one disk in your system you will have to choose which disk you would like to create the FreeBSD partitions on If in doubt choose the first disk in the list c 2000 2006 PortaOne Inc All rights Reserved www portaone com 11 Portal UM PortaUM MR1 Installation Please select destination drive Please select destination drive dg 4936M ATA IDE disk device adi 4696M ATA IDE disk device lt Back gt lt Cancel gt Step 8 Disk partitioning slice layout You will be prompted to enter or choose the slice sizes for holding different file systems nrtalM MR1 Installation Partitions manager add 4696M disk Mount point size MB rt Swap lt Back gt lt Cancel gt Step 9 PortaSwitch parameters _ Parameter Description RADIUS server IP address of the PB100 master host RADIUS secret Authentication key for all radius interactions select a password and write it down
5. as you will need to enter it later when adding the PortaSIP node to yout PB100 system RADIUS auth Number of the UDP port on which your port PortaBilling100 accepts authorization requests Porta F4 UM Installation Process RADIUS acct Number of the UDP port on which your port PortaBilling100 accepts accounting requests RADIUS Number of seconds to wait for a reply before retransmission retransmitting a RADIUS request interval RADIUS Maximum number of retransmissions retransmission count Note Only RADIUS server and RADIUS key are mandatory parameters You can simply leave the default values for the last four parameters nrtalM MR1 Installation PortaSwitch Features Usually PortaBillinglBHB Master Server is your RADIUS server RADIUS server RADIUS key RADIUS retransmission count la Step 10 Network configuration Fill in the appropriate fields for network configuration in this menu PortaUM MR12 Installation Network Configuration Doma inname Te DNS Server i CS Host name huti di ome riet O Wei WN Interface DHCP IPv4 Address Netmask ifconfig 8 flags x lnc8 wae 255 255 259 0 Alias lt Back gt lt Cancel gt Porta UM Installation Process Use the space bar to set the check boxes for interface and DHCP Use the Tab key to proceed to the next field If you have multiple interfaces set at least one of the interfaces on which your machine connects to the
6. asic items such as an ANSI C compiler However it might be difficult for an inexperienced system administrator to install and configure the operating system in such a way as to suit all of the requirements and provide the best performance Installing all the prerequisite software libraries Perl modules etc might also be a time consuming task The PortaUM JumpStart installation CD provides a quick and seamless way to perform a complete server installation from scratch in less than 15 minutes It contains installation media for FreeBSD 6 1 with all the necessary packages and PortaUM itself The installation wizard uses a text mode GUI Use the arrow keys to change your selection Tab to move between fields and Enter to confirm a choice Hardware and Software Requirements A Should you decide to use a Cisco gateway for processing UM calls please note that PortaUM reguires a dedicated Cisco AS 5300 5350 Cisco reguirements e 128M RAM 64M flash E1 or T1 voice ports and a sufficient number of DSPs IOS 12 3 5a or another from the 12 3 branch e AS5300 comes with 4 or 8 T1 E1 s You will not need more than four of them because of the DSP resource limitation for AS5300 e Fora 11 configuration the maximum voice resource will be 96 and 120 for E1 Recommended configuration Server HW e Pentium 4 CPU 3 GHz e Motherboard with 533 MHz system bus support e 512 MB of RAM Make sure that your servers are installed and e
7. duct names mentioned in this manual are for identification purposes only and are either trademarks or registered trademarks of their respective owners c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 Portal UM PortaUM Installation Guide Table of contents Tea 3 IITOGUCHOM 3 O DS 4 Hardware and Software Requirements Ne 5 1nstallation Process ee 7 Step 1 Insert the USB dongl euuuuuu AAA III 8 Step 2 Power up boot order setubp euuuu I LIII IIu 8 Step 3 Insert the CD RO M AAA I IIu 8 Step 4 Launch the installation process iiid 9 Step 5 Welcome screen 11 Step 6 Disk partitioning overview 11 Step 7 Disk partitioning choose dSK iiid 11 Step 8 Disk partitioning slice laYOUT L ss 12 Step 9 PortaSwitch parameters ur III LIII I I IU 12 Step 10 Network configuratig 13 Step 11 UM mail domain configuration eeuuuuuu iii iii siieeu 14 Step 12 Time zone coNfld l tl0fs zars ae CH TO GRON FN 14 Step 13 Set up root password and user account 15 Step 14 Stant installa HON S I I HRN RF 15 Step 15 Prepare to reb00t HALA I I IIu 17 Step 16 Check that the system is able to reboot to its normal state 18 Step 17 Prepare system for transport Optional essees 19 Cisco AS5300 Gateway Setup pp 20 Setting up a Back to Back T1 E1 Connection eee 21 Other Important Considerations uii I III LI LILI 23 c 2000 2006 PortaOne Inc AIl rights R
8. er configuration start your installation with the master server ATAPI CD ROM Drive Note This image is only an example The BIOS on your system might look different Save your changes and exit Step 3 Insert the CD ROM While rebooting the system insert the PortaUM installation CD into the CD ROM drive If you do not insert it soon enough and get a no operating system error or a previously installed operating system starts c 2000 2006 PortaOne Inc All rights Reserved www portaone com 8 Porta UM Installation Process its boot up process then press Reset and ensure that you are booting from the CD Step 4 Launch the installation process First you will be asked to boot from the CD Press any key to boot from CD _ You will know that JumpStart installation has begun if you see a screen similar to the following one D Loader 1 2 Building the boot loader arguments Looking up BDDT LURUER Found elocating the loader and the BTX Starting the BTX loader Te loader 1 44 BTX version is 1 81 onsoles internal video keyboard BIOS CD is cd BIOS drive A is disk BIOS drive C is diski BIOS Bb3JBkB 2272b4kB available memory FreeBs0 i366 bootstrap loader Revision 1 1 Croot pre release portaone com Fri Apr 21 13 81 57 UTC 2006 Loading boot defaults loader conf boot kernel kernel text Hx4daJaed Before proceeding any further you will see the following screen c 2000 2006
9. eserved www portaone com 9 Portal UM PortaUM Installation Guide Preface This document provides a general overview of the PortaUM installation process Where to get the latest version of this guide The hard copy of this guide is updated at major releases only and does not always contain the latest material on enhancements occurring between minot releases The online copy of this guide is always up to date and integrates the latest changes to the product You can access the latest copy of this guide at www portaone com resources documentation Conventions This publication uses the following conventions Commands and keywords are given in boldface Terminal sessions console screens or system file names are displayed in fixed width font Caution indicates that the described action might result in program A malfunction or data loss NOTE Notes contain helpful suggestions about or references to materials not contained in this manual XK Timesaver means that you can save time by performing the action described in the paragraph OW Tips provide information that might help you solve a problem c 2000 2006 PortaOne Inc All rights Reserved www portaone com 3 Portal UM Introduction Introduction c 2000 2006 PortaOne Inc All rights Reserved www portaone com 4 Porta E4 UM Introduction PortaUM runs on most modern UNIX operating systems FreeBSD Linux Sun Solaris assuming these are equipped with b
10. etwork administrator if necessary It is possible that you will have to perform installation while the network is not yet available from your office for example while the servers will be placed in a server hosting center but you will need to enter the correct data anyway Please have the following ready e IP addresses of the PortaBilling100 master and slave servers e IP address of the PortaSIP server e Name of the MX domain designated for the hostname of the machine running PortaUM e Subnet mask and address of the default gateway e DNS server address If you have a hardware RAID controller in your system configure the RAID array The recommended configurations depending on the amount of hard drives in the system are as follows e 2 disks RAID mirroring e 3 disks RAID 1 mirroring on the first two disks third one left as a hot spare c 2000 2006 PortaOne Inc All rights Reserved www portaone com 6 Porta UM Installation Process 2 Installation Process c 2000 2006 PortaOne Inc All rights Reserved www portaone com 7 Porta UM Installation Process Step 1 Insert the USB dongle Before you start the installation insert the USB dongle provided into one of the available USB ports Step 2 Power up boot order setup Power up the computer which you plan to use as the server Enter the BIOS setup making sure that the CD ROM is first in the list of boot devices If you are installing a dual serv
11. is for T1 adjust the time slots for E1 isdn switch type primary 5ess controller Tl O framing sf clock source line primary linecode ami pri group timeslots 1 24 controller Tl 1 framing sf clock source line secondary 1 linecode ami pri group timeslots 1 24 controller Tl 2 framing sf linecode ami pri group timeslots 1 24 controller T1 3 framing sf linecode ami pri group timeslots 1 24 interface Serial0 23 no ip address isdn switch type primary 5ess isdn protocol emulate network no cdp enable interface Seriall 23 no ip address isdn switch type primary 5ess no cdp enable interface Serial2 23 no ip address isdn switch type primary 5ess isdn protocol emulate network no cdp enable interface Serial3 23 no ip address isdn switch type primary 5ess no cdp enable c 2000 2006 PortaOne Inc All rights Reserved www portaone com 99 Portal UM Cisco AS5300 Gateway Setup Other Important Considerations Please ensure that the PortaUM machine and Cisco AS5300 gateway used as a media server and VXML platform have a good network connection between them Ideally they should be located on the same 100 Mbps or 1 000 Mbps LAN segment This is important because the media server needs to load sounds interactively from the PortaUM machine in real time Therefore lossy and or high delay connections between the media server and the PortaUM machine can significantly impair service quality Als
12. o it is likely that there will be a significant amount of TCP traffic between the media server and the PortaUM machine which can be quite expensive if they are not co located c 2000 2006 PortaOne Inc All rights Reserved www portaone com 93
13. o administer this machine remotely enter desired username and password below If you don t want such feature then leave username blank Username Password Confirm password lt Back gt lt Cancel gt Step 14 Start installation Your confirmation is required before the disk layout is changed and the partitions reformatted Press Enter to proceed Porta 4 UM Installation Process ortaUM MR1 Installation User confirmation requested To install this software your hard drive will be re partitioned as result some or all data on it may be lost Last Chancet Are you SURE you want continue the installation If wou re running this on s disk with data you wish to save then select Cancel to abort the installation Select Next to proceed with installation lle can take no responsibility for lost disk contents Progress will be shown on a screen similar to the following one ortaUM MR1 Installation Unpacking base system 39 Installing file x Hinsys usr share Han HanJ WcsrtoMbs J gz During installation you will be asked to enable UM features on your PottaBilling web interface Porta K4 UM Installation Process ortaUM MR1 Installation PortaUM for PortaBilling1BB Do you want to enable UM features on your PortaBilling1BH web interface You should have IP connectivity between this machine and PortaBillinglHB Slave and Master machines to do this lt No gt If you select Yes
14. on the screen above and do not have IP connecttvity to the PortaBilling slave machine you will be prompted by the following screen Choose No to proceed if you do not have such connectivity Do you want to retry Cannot connect to the PortaBilling188 Slave machine Please verify that you have IP connectivity between this machine and PortaBilling1088 Slave machine Do you want to retry lt No gt Step 15 Prepare to reboot When installation has finished and you reach the following screen press Reboot After the system has begun its reboot process remove the installation CD from the CD ROM Do not forget to enter BIOS again and change the priority of the boot devices so that the hard drive will be attempted first This ensures a quicker reboot when recycling the server 2000 2000 PortaOne Inc All rights Reserved www portaone com Porta K4 UM Installation Process PortaUM MR1 Installation Congratulationst The installation has been completed successfully The system will reboot now be sure to remove any floppies CUs DUDs from the drives Step 16 Check that the system is able to reboot to its normal state It is good to make sure that the system is in a stable state and that it returns to normal operations without intervention on reboot especially if there is no keyboard or other peripheral attached Following a normal reboot the screen should look like this Your identification has been saved in etc
15. quipped with all the required hardware in particular e Network card c 2000 2006 PortaOne Inc All rights Reserved www portaone com 5 Porta E4 UM Introduction e CD ROM in the case of an IDE CD ROM it is recommended that it be connected as a slave on the secondary IDE channel e Video adapter monitor keyboard required only during the installation process e At least one disk drive of sufficient size The size of the drive should be chosen based on the anticipated number of PortaUM users taking the following into consideration o The operating system and all software packages take up about 2GB of disk space o Approx 10 GB should be reserved for system use temporary files operating logs and the like o One second of recorded audio takes about 10 kb of disk space O One fax page takes about 120 kb of disk space Therefore if your system is designed to serve for example 10 000 users and has an 80 GB disk you can allocate 6 8 MB for each user which will be sufficient to store audio messages with a total length of 10 minutes or about 50 fax pages Please check that the other hardware installed in your server such as network adapter RAID controller and so on is supported by FreeBSD You can check this at the FreeBSD website http www freebsd org During installation you will be prompted for the network configuration parameters Please make a decision regarding these before installation consulting your n
16. ssh ssh_host_rsa_key Your public key has been saved in etc ssh ssh_host_rsa_key pub The key fingerprint is 9 ide 74 f6 76 Ge ef cd e9 af 66 65 67 2a 9e le root portabox local com creating ssh DSA host key Generating public private dsa key pair Your identification has been saved in etc ssh ssh_host_dsa_ key Your public key has been saved in etc ssh ssh_host_dsa_key pub The key fingerprint is df 2780 fa 94 e3 16 7f be 76 90 6f a7 37 866 827 9d root portabox local com ELF ldconfig path usr lib usr lib compat usr local lib a out ldconfig path usr lib aout usr lib compat aout Starting standard daemons inetd cron sshd usbd Initial rc i366 initialization Configuring syscons blanktime Additional ABI support Local package initialization radiusd mysqld radcheck pl idditional TCP options itarting background file system checks in 6H seconds Thu Aug 4 42 38 38 PDT 74645 reeB5ll i3ub Cportabox local com itty ji Press Ctrl Alt Del if you need to reboot PortaOne Inc All rights Reserved www portaone com no Portal UM Installation Process Step 17 Prepare system for transport optional If you need to transport the system to anothet location e g hosting center or otherwise power down the system safely proceed as follows e Wait until the system finishes booting e Log in as root bd Type shutdown p now e Wait until either the system powers down on i
17. ts own or the The operating system has halted message appears and then power off the server c 2000 2006 PortaOne Inc All rights Reserved www portaone com 1 g Porta UM Cisco AS5300 Gateway Setup 3 Cisco AS5300 Gateway Setup All rights Reserved www portaone com 9 Portal UM Cisco AS5300 Gateway Setup Setting up a Back to Back T1 E1 Connection Hardware Setup In order to use the Cisco AS5300 gateway as a media server and VXML platform in the PortaUM system you need to physically loop one or more pairs of T1 or E1 voice ports on it so that these can be used for the PSTN PSTN connection To do this construct one or more RJ 48C cross over cables using the following table T1 E1 CSU DSU Cross Over Pinout From a 48C Pin To RJ 48C Pin Hook underneath Hook underneath hb gt 4 i S S SS i k Ai k 4 y k y PRI T1 E1 CrossOver Loopback Cable Alternatively you can order ready made ones You can find a number of vendors producing such cables by searching for RJ 48C cross over cable on www google com Once the cable is ready plug it into the designated pair of T1 E1 ports in your Cisco AS5300 gateway c 2000 2006 PortaOne Inc All rights Reserved www portaone com 9 Portal UM Cisco AS5300 Gateway Setup Software Configuration You must also configure the T1 E1 interfaces The sample configuration below
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